Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of orders, the growth rates of orders, ABB, and Anchuan China in 2019q3 were -15%, 1%, and-21%, respectively, and marginal improvement occurred.
3.1 Q3 Fap Noko”s robot business has narrowed sharply
Fanuc”s revenue in Q3 2019 was 126.4 billion yen, down 22.1% year-on-year, slightly narrower than Q2″s -26.4%; Q3 operating profit was 20.4 billion yen, down
53.6% year-on-year, which was slightly larger than Q2″s -47.50% , the operating profit margin was 16.2%, a slight decline. (Note: FANUC’s 2019 fiscal year is
2019/4/1-2020/3/31, where 2019Q3 refers to 2019/7/1-9/30, corresponding to 2019Q2 in its financial report.)
Q3 Fanuc”s industrial automation revenue was 33.3 billion yen, down 43.3% year-on-year; robot business revenue was 51.5 billion yen, down 2.6% year-on-year
, and the rate of decline narrowed significantly (Q2 fell 19.5% year-on-year), with a quarter-on-quarter growth of 9.2% returning to positive levels; CNC machine tool
business revenue was 18.7 billion yen, down 30% year-on-year, and the rate of decline narrowed; service revenue was 22.9 billion yen, down 4.2% year-on-year.
The growth rate returned to normal, with China’s robot business revenue increasing by 12.3% year-on-year.
Compared with Japan and Europe, where the robot business revenue has decelerated and expanded, and the United States, where the decline has narrowed, the
revenue decline of Fanuc”s robot business in China has narrowed, and the year-on-year growth rate of the robot business revenue has returned to positive levels.
Q3 Fanuc”s revenue in China was 18.3 billion yen, a year-on-year decrease of 33.7% (Q2 was -49.3%), of which China”s robot business revenue was 9.1 billion yen,
a year-on-year increase of 12.3%, and the growth rate returned to positive.
Robot orders growth returns to normal
In Q3 2019, Fanuc received 53.6 billion yen in new orders for robots, a year-on-year increase of 2.9%, marking the second consecutive quarter of positive year-on-year
orders. Orders lead revenue by 1-2 quarters, and Q4 robot business revenue growth is expected to return to positive levels.
Thanks to the recovery of robot orders, the order decline in China narrowed to -15.5%
FANUC”s robot business continues to expand as orders in Japan, Europe, and Asia (excluding China) slow down. Among them, its orders in the United States continued
to recover strongly, while the decline in orders in China narrowed significantly.
In Q3, Fanuc received 35.7 billion yen in new orders in the United States, a year-on-year increase of 15.2%, continuing high growth. The decline in orders in China has narrowed
significantly. During the period, new orders received in China were 18.6 billion yen, a year-on-year decrease of 15.5%, a sharp contraction.
3.2. Yaskawa Electric’s Q3 robot business situation
Yaskawa expects its consolidated net profit for fiscal 2019 (ending February 2020) to be 19 billion yen, a year-on-year decrease of 54%. Sales will fall by 12% to 420 billion yen,
and operating profit will fall by 50% to 25 billion yen. China”s order volume, which has attracted much market attention, shows signs of bottoming out. It decreased by 21% from
June to August 2019, and the decline has narrowed for two consecutive quarters. On the one hand, the impact of the Sino-US trade war has led to a reduction in investment by
Chinese companies. On the other hand, the exchange rate has also seen a higher-than-expected appreciation of the yen.
3.3. ABB Q3 robot business situation
ABB”s sales revenue in Q3 2019 was US$6.892 billion, order volume decreased by 1%, and order reserve increased by 3%; net profit after tax from continuing
operations was US$422 million, down 1%; net profit was US$515 million, down 15%. Orders in China were down 5% (down 7% in US dollar terms). The market
situation in the traditional power generation market, traditional automobile and automobile-related industries, as well as 3C and machinery manufacturing fields is relatively severe.
Robotics and discrete automation business order demand is weak
The financial report shows that ABB”s order volume in 2019Q3 fell by 1% year-on-year (down 3% in US dollars). Order volume for industrial automation and
electrical and motion control businesses increased slightly, but order demand for robots and discrete automation businesses was weak. Service business orders
accounted for 19% of total orders, a year-on-year decrease of 2% (a decrease of 5% in U.S. dollars). Large orders accounted for 5% of total orders, a year-on-year
decrease of 1%. ABB order backlog up 3% (down 3% in USD)
Orders from China, Europe and the United States declined, while orders from India and Japan grew well.
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8U-PAIH54 HONEYWELL High-level AI HART, Differential / Singleended (Uncoated)
8C-TDODA1 HONEYWELL DO 24V Bussed IOTA (Coated)
8C-PDODA1 HONEYWELL DO 24V Bussed Out (Coated)
8C-TDILA1 HONEYWELL DI 24V IOTA (Coated)
8C-PDIPA1 HONEYWELL Digital Input 24V Pulse Accumulation (Coated)
8C-PDISA1 HONEYWELL Digital Input Sequence of Events (Coated)
8C-PDILA1 HONEYWELL Digital Input 24V (Coated)
8C-TAOXB1 HONEYWELL AO IOTA Redundant (Coated)
8C-TAOXA1 HONEYWELL AO IOTA (Coated)
8C-PAONA1 HONEYWELL Analog Output w/o HART (Coated)
8C-PAOHA1 HONEYWELL Analog Output HART (Coated)
8C-TAIMA1 HONEYWELL Low-level AI IOTA (Coated)
8C-PAIMA1 HONEYWELL I/O Module (Coated) Low-level AI – RTD & TC
8C-TAIXB1 HONEYWELL IOTA (Coated) AI Redundant
8C-TAIXA1 HONEYWELL AI IOTA (Coated)
8C-PAIHA1 HONEYWELL I/O Module (Coated) High-level AI HART, Single-ended
8C-TAIDB1 HONEYWELL AI IOTA Redundant (Coated)
8C-PAIH54 HONEYWELL I/O Module (Coated)
8C-TAIDA1 HONEYWELL IOTA (Coated)
51305980-836 HONEYWELL Cable, Redundant C300 Controller
8U-TCNTA1 HONEYWELL Series 8 C300 Controller I/O Termination Assembly, Uncoated
8U-PCNT02 HONEYWELL Series 8 C300 Controller, Uncoated
8C-TCNTA1 HONEYWELL Series 8 C300 Controller I/O Termination
8C-PCNT02 HONEYWELL Series 8 C300 Controller Coated
SPIIT13 ABB communication module
INIIT13 ABB Network local transmission communication module
SPICI03-SCIL ABB Timer Master Module
INICI03 ABB Timer Master Module
SPSOE01 ABB Sequence of Events Main Module
INSOE01 ABB Sequence of Events Main Module
IMASO11 ABB Analog output module
SPDSI14 ABB digital input module
IMDSI22 ABB Digital Signal Input Module
IMFCS01 ABB Frequency Counter Slave Module
SPFCS01 ABB Frequency Counter Module
SPDSM04 ABB digital output module
SPFEC12 ABB Analog input module
IMCIS22 ABB Infi 90 Control I/O Slave Module
SPSET01 ABB I/O module
SPCIS22 ABB I/O module
IMQRS22 Bently Nevada Quick Response Module
IMCPM01 ABB communication port module
330704-000-050-10- 02-05 Bently Nevada proximity detector
IMQRS22 ABB Interference within the LC system
SPQRS22 ABB Quick Response Module
330103-00-03-10-02-05 Bently Nevada proximity detector
330104-00-13-10-02-05 Bently Nevada 3300 XL 8 mm Proximity Sensor
330780-90-05 Bently Nevada 3300 XL front sensor
330106-05-30-05-02-05 Bently Nevada 3300 XL 8mm Reverse Mount Probe
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